Accounting Technology Seminar Series

We proudly sponsor the annual Alan Salmon Accounting Technology Seminar Series. Doc.It has been designated as one of ‘Alan’s Picks’ for well-designed technology solutions for accountants in public practice, bookkeepers and consultants.

Feel free to download and share the Doc.It presentation and these related items. Use the form to ask questions or request more information.

Doc.It Presentation from the 2019 Alan Salmon Tour

Tax Season Readiness

Workflow Checklist

Document Management Checklist

Guide: Choosing a Client Portal for your Firm

View a Doc.It Suite Video Demonstration

Earn CPE, See Doc.It in action

Register for a webinar

Which Doc.It products are right for my firm?

Product Comparison

We’d love to hear from you!

Use the form below to ask a question or request more information.

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